Vanguard Russell 2000 Growth ETF
VTWG
27 hedge funds and large institutions have $53.4M invested in Vanguard Russell 2000 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 4 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
47% more capital invested
Capital invested by funds: $36.2M → $53.4M (+$17.2M)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
0% more funds holding
Funds holding: 27 → 27 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$13.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$10.6M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$762K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$686K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$521K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.23M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.22M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$440K |
| 4 |
OC
Oppenheimer & Co
New York
|
-$414K |
| 5 |
LPL Financial
San Diego,
California
|
-$167K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Ameriprise
Minneapolis,
Minnesota
| – | -$1.22M | -11,928 | Closed |
|
|
OC
27
Oppenheimer & Co
New York
| – | -$414K | -4,060 | Closed |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| – | -$29.7K | -328 | -99% |
|
|
AIG
29
American International Group
New York
| – | -$26K | -250 | Closed |
|
|
DBT
30
Dubuque Bank & Trust
Dubuque,
Iowa
| – | -$13K | -131 | Closed |
|
VTWG Hedge Fund Activity: Q1 2016 in Review
27 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 Growth ETF (VTWG) for Q1 2016, worth a combined $53.4M — up 47% from $36.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new VTWG positions and 4 closed out — a net gain of 1 holder — while 12 added to existing stakes and 5 trimmed.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $13.6M. The largest seller was Morgan Stanley, cutting an estimated $1.23M.
- 27 institutional investors held Vanguard Russell 2000 Growth ETF (VTWG) as of Q1 2016, unchanged from Q4 2015.
- Funds reported $53.4M of Vanguard Russell 2000 Growth ETF stock for Q1 2016, up 47% quarter-over-quarter.
- 5 funds opened new Vanguard Russell 2000 Growth ETF positions in Q1 2016 and 4 closed out, a net change of +1 holder.
- The largest Vanguard Russell 2000 Growth ETF buyer in Q1 2016 was JP Morgan Chase, an estimated $13.6M added.
- The largest Vanguard Russell 2000 Growth ETF seller in Q1 2016 was Morgan Stanley, an estimated $1.23M sold.
Based on aggregated 13F filings for Q1 2016.